Cerity Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.38M | Buy |
474,705
+45,604
| +11% | +$958K | 0.01% | 722 |
|
|
2025
Q4 | $8.29M | Sell |
429,101
-22,164
| -5% | -$384K | 0.01% | 723 |
|
|
2025
Q3 | $7.55M | Sell |
451,265
-7,662
| -2% | -$123K | 0.01% | 697 |
|
|
2025
Q2 | $6.93M | Sell |
458,927
-9,283
| -2% | -$133K | 0.01% | 677 |
|
|
2025
Q1 | $7.24M | Buy |
468,210
+148,480
| +46% | +$2.26M | 0.01% | 603 |
|
|
2024
Q4 | $4.46M | Sell |
319,730
-33,313
| -9% | -$458K | 0.01% | 759 |
|
|
2024
Q3 | $4.46M | Buy |
353,043
+84,989
| +32% | +$1.12M | 0.01% | 738 |
|
|
2024
Q2 | $3.59M | Sell |
268,054
-78,874
| -23% | -$955K | 0.01% | 710 |
|
|
2024
Q1 | $4.08M | Buy |
346,928
+104,330
| +43% | +$1.12M | 0.01% | 708 |
|
|
2023
Q4 | $2.35M | Buy |
242,598
+21,619
| +10% | +$210K | 0.01% | 722 |
|
|
2023
Q3 | $2.18M | Sell |
220,979
-19,260
| -8% | -$178K | 0.01% | 569 |
|
|
2023
Q2 | $2.07M | Buy |
240,239
+4,367
| +2% | +$36.1K | 0.01% | 724 |
|
|
2023
Q1 | $1.89M | Buy |
235,872
+19,879
| +9% | +$168K | ﹤0.01% | 739 |
|
|
2022
Q4 | $1.73M | Sell |
215,993
-24,615
| -10% | -$157K | 0.01% | 553 |
|
|
2022
Q3 | $1.32M | Buy |
240,608
+89,560
| +59% | +$540K | 0.02% | 450 |
|
|
2022
Q2 | $891K | Buy |
151,048
+125,562
| +493% | +$759K | 0.01% | 579 |
|
|
2022
Q1 | $159K | Sell |
25,486
-14,048
| -36% | -$100K | ﹤0.01% | 876 |
|
|
2021
Q4 | $269K | Buy |
+39,534
| New | +$268K | ﹤0.01% | 818 |
|
|
2019
Q2 | – | Sell |
-12,495
| Closed | -$88K | – | 573 |
|
|
2019
Q1 | $88K | Sell |
12,495
-39,925
| -76% | -$285K | 0.01% | 523 |
|
|
2018
Q4 | $341K | Buy |
52,420
+145
| +0.3% | +$1.08K | 0.02% | 378 |
|
|
2018
Q3 | $420K | Buy |
52,275
+3,506
| +7% | +$27.7K | 0.03% | 360 |
|
|
2018
Q2 | $379K | Buy |
48,769
+8,557
| +21% | +$71.1K | 0.03% | 377 |
|
|
2018
Q1 | $342K | Sell |
40,212
-4,035
| -9% | -$36.1K | 0.03% | 403 |
|
|
2017
Q4 | $385K | Buy |
44,247
+738
| +2% | +$5.98K | 0.03% | 389 |
|
|
2017
Q3 | $335K | Buy |
+43,509
| New | +$332K | 0.02% | 406 |
|
|
2017
Q2 | – | Sell |
-38,903
| Closed | -$282K | – | 425 |
|
|
2017
Q1 | $282K | Buy |
+38,903
| New | +$302K | 0.02% | 352 |
|
Other funds holding SMFG
CCMG
